mobile field service: a key element to m&d digital transformation · 2020. 5. 18. · 5/18/2020...
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5/18/2020
Mobile Field Service: A Key Element to M&D Digital TransformationMay 19, 2020
To Receive CPE Credit
• Individuals Participate in entire webinar Answer polls when they are provided
• Groups Group leader is the person who registered & logged on to the webinar Answer polls when they are provided Complete group attendance form Group leader sign bottom of form Submit group attendance form to [email protected] within 24 hours of webinar
• If all eligibility requirements are met, each participant will be emailed their CPE certificate within 15 business days of webinar
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Presenter
Tim Sparks, MCPSenior Managing ConsultantBKD [email protected]
Hello!Today’s webinar will be presented by
Gary Rodrigues Luke Kanaan
Experts in mobile field service software solutions
&
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1. Introduction
2. Pain Points of Legacy Solutions
3. How New Technology Transforms Your Business
4. Customer Story
5. Demo
Main Challenges M&D Organizations Face
The pain points organizations face have been split into three different categories
Pain points with planning & scheduling
Pain points with manual processes
Pain points end-customers experience
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Pain Points with Planning & Scheduling
Difficult to schedule the right technicians to the right project
Difficult to make real-time adjustments
Time-consuming Errors are made
Pain Points with Manual Processes
DIFFICULT FOR ORGANIZATION TO BE
SCALABLE
INEFFICIENT COMMUNICATION
INFORMATION SHARING & INVOICING PERIODS ARE
DELAYED
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Pain Points Customers Experience
Unable to track the status or progress of the job
Outdated technology
Poor communication with service organization
Difficult to access information
How can a mobile field
service solution solve
these organizational
challenges?Let’s take a look!
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Mobile Field Service Solution
Five reasons why a mobile field service solution is a key element to M&D digital transformation
Let's look at these in detail
IMPROVED PLANNING
ENHANCE COMMUNICATIONS
USE SELF-SERVICE TOOLS
IMPROVE PRODUCTIVITY
ELIMINATE ERRORS
Improve Planning
Dispatching the right technician with the right skills–& the right equipment
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Enhance Communications
Integrating front-office & back-office systems is critical for service organizations
Customers can directly connect with the right team member
Technicians Customer
Front-Office
Increase Productivity
Using a mobile field service solution helps ensure the right technician with the right tools has the information needed to complete the job the first time
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Reducing Errors
Streamlining operations improves organizational efficiency
Self-Service Portal
Streamlining operations improves organizational efficiency. By using a self-service portal, customers can
Pay invoices online
View past service orders & reports
Request service jobs
View the status of a job
View past invoices
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Our Customer Stories
1. Midsize manufacturing & service organization
2. Small manufacturing & distribution water filtration organization
Midsize Manufacturing Organization: Before
Pain points organization was experiencing
MANUAL PROCESSES
ERRORS IN PAPERWORK
SLOW RESPONSE TIME
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Manufacturing Organization: After
SCHEDULING & PLANNING IS MORE EFFICIENT
IMPROVED INVOICING PERIOD
STREAMLINED PROCESSES
Manufacturing & Distribution Company: Before Pain points organization was experiencing
DELAYED INVOICING PERIOD
OUTDATED TECHNOLOGY
MANUAL PROCESSES
POOR COMMUNICATION
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Manufacturing & Distribution Company: AfterWith a mobile field service solution, they improved their operations by
RECEIVING REAL-TIME FEEDBACK
IMPROVED PLANNING & REPOSTING
FASTER INVOICING
FINDING SCHEDULING EFFICIENCIES
Service Flow
Using a mobile field service solution provides a seamless customer journey
Invoicing Service portalExecutionPlanning &allocating res.
Request service
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Demo
Seamless integration to Business Central
Conclusion
Microsoft Dynamics 356 Business Central, NAV, F&O/AX & GP are powerful ERP systems
When combined with a mobile field service solution from ExpandIT, service organizations can optimize business operations
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Next Steps
Write down the pain points your organization is facing
Consult with your ERP partner BKD
Schedule a meeting with us
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Luke KanaanBusiness Development Manager ExpandIT
Gary RodriguesMarketing Manager ExpandIT
617.366.2852 x 104
www.expandit.com
617.366.2852 x 107
www.expandit.com
Tim SparksSenior Managing Consultant BKD Technologies
303.837.3577
bkd.com
Continuing Professional Education (CPE) Credit
BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
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• CPE credit may be awarded upon verification of participant attendance
• For questions, concerns or comments regarding CPE credit, please email the BKD Learning & Development Department at [email protected]
CPE Credit
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The information contained in these slides is presented by professionals for your information only & is not to be considered as legal advice. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered